Top Financial Advisors in Greater Los Angeles Area
Danae Thomas
Marketing Executive
Greater Los Angeles Area
Marketing Executive
Director of Sales
Business Development
Vice President
Senior Financial Advisor
Assistant Vice President
Associate Account Executive
Securities Trader
California State University-Chico
Recommendations: 28
Strategic Financial...
Investments
Wealth Management
Venture Capital
Capital Markets
Bonds
Investor Relations
Due Diligence
n****[email protected]
Yaakov Simons
Financial Advisor to Professionals, Business Owners & Seniors
Greater Los Angeles Area
Financial Advisor to Professionals, Business Owners & Seniors
Managing General Agent & Owner
Financial Advisor to Univ/College/Elem/Middle/High School Employees
Manager & Mentor to Mrk/Adm Assts and Field Agents/Advisors
Competitive Tennis & Tennis Teaching Professional
Senior Scientific Application Analyst
Arizona State University
Ohio National Life Training
University of California, Los Angeles
Recommendations: 24
European Style Glassblowing
Annuities
Long Term Care
Term Life Insurance
IRA's
Insurance
Disability Insurance
Health
c****[email protected]
Glenn Kean, FIC, MBA
Realtor
Greater Los Angeles Area
Realtor
Consultant
Financial Advisor
Financial Advisor
Insurance Agent and Advisor Representative
Financial Associate
Territory Manager
Territory Manager
Assistant HRM Manager
California State University-Long Beach
Los Angeles Harbor Junior College
Mount Pleasant High School, PA
Recommendations: 18
Investments
Business
Insurance
Estate Planning
Term Life Insurance
Sales
Estate Tax Planning
Finance
g****[email protected]
k****[email protected]
Matthew MBA
Divisional Vice President, Global Product Research & Development
Greater Los Angeles Area
Divisional Vice President, Global Product Research & Development
Chief Technical and Quality Officer
Advisor and Screening Committee
Leadership, Products, & Operations
Chief Scientific Officer
Chief Technology Officer
Financial Advisor, Acquisitions & Business Development
Chief Scientific Officer and Senior Vice President of Innovation
Divisional Vice President, Strategic Research
Chief Technology Advisor
Assistant Vice President, Nestle Strategic Business Unit
Product Development Director, Strategic Business Unit
Washington University in St. Louis - Olin Business School
Cornell University
Purdue University
Recommendations: 17
Technology Transfer
Nutrition
Entrepreneurship
Strategy
Business Strategy
Business Development
Business Planning
R&D
m****[email protected]
m****[email protected]
Michael MBA
Corporate Business Manager
Greater Los Angeles Area
Corporate Business Manager
Account Representative & Designated Field Trainer
Sales & Marketing Manager
Regional Vice President, West
Financial Advisor & Rule 144 Specialist
Account Executive
Executive Vice President, Sales
Sales Associate
Senior Vice President of Sales
Loyola Marymount University, College of Business Administration
National University
University of the Pacific
Recommendations: 12
Business Development
Pricing Strategy
Marketing Management
Sales
Business Planning
Sales Management
Sales Leadership Training
Strategic Planning
Jay Ward
Booking Agent/ Producing Manager
Greater Los Angeles Area
Booking Agent/ Producing Manager
Talent Manager
Division Director- Management & Productions
Divisions Director
Agent - Theatrical/ Music
Talent and Office Coordinator
Talent Coordinator/ Junior Manager, Creative Division
Talent Coordinator/Casting Assoc.
Film Scout
Instructor/Program Development
Junior Agent/ Exec Assistant
Financial Advisor
Director of Talent
Assistant Talent Agent Intern
University of California, Riverside
University of California, Riverside
Recommendations: 11
Project Management
Talent Management
Talent Booking
On-camera Talent
Human Resources
Microsoft Office
Microsoft Excel
Outlook
j****[email protected]
Kaveh M.
Operations Manager, Performance Marketing
Greater Los Angeles Area
Operations Manager, Performance Marketing
Director of Content
Director of Performance Marketing
Financial Advisor Intern
Senior Manager, Performance Marketing
University of California, Los Angeles
Recommendations: 10
Start-ups
Entrepreneurship
Financial Modeling
Venture Capital
Leadership
Mergers & Acquisitions
E-commerce
Online Advertising
k****[email protected]
Matthew Strack
CEO
Greater Los Angeles Area
CEO
Financial Advisor
University of California, Los Angeles
Landmark Education
Recommendations: 9
Transportation
Asset Managment
Investments
New Business Development
Event Planning
Business Development
Strategic Planning
Management
m*****@stracktransportation.com
Ron Bruno
Loan Officer - Seabold & Weinberger Group
Greater Los Angeles Area
Loan Officer - Seabold & Weinberger Group
Senior Loan Officer
Loan Officer
Financial Advisor
VP of Mortgage Lending - NMLS 558706 CA & TX
National Account Manager
Director of Business Development
Board Advisor, LA Waves Alumni Council
Global Marketing Director
Pepperdine Graziadio Business School
Emory University - Goizueta Business School
Oxford College of Emory University
Recommendations: 8
Lead Generation
Advertising
Business Development
Competitive Analysis
New Business Development
Marketing Strategy
Marketing
Business Strategy
r****[email protected]
Dr Peter Robbins
Owner & CEO
Greater Los Angeles Area
Owner & CEO
Founder
Owner & CEO
Founder & Director
Financial Advisor
Cambridge Graduate School of Psychology
Fuller Theological Seminary
Vanguard University of Southern California
Recommendations: 7
Financial Planning
Retirement Planning
Mortgage Planning
Cash Management
Counseling
Small Business
Couples
Mortgage
p*****@turningpoint.org
i*****@turningpointstewardship.com
Mark Wong
Vice President/Business Banking Officer
Greater Los Angeles Area
Vice President/Business Banking Officer
Business Banking Officer
Private Client Group
Commercial Mortgage Broker/Branch Manager
Financial Advisor
Margin Specialist
Service Associate
Teller
University of Minnesota-Twin Cities
Cretin-Derham Hall
Recommendations: 6
Loans
Banking
Credit
Finance
Mortgage Lending
Commercial Lending
Commercial Banking
Commercial Mortgages
f****[email protected]
Jason J. Tani
President & Chief Investment Officer
Greater Los Angeles Area
President & Chief Investment Officer
Registered Representative
AVP - Financial Advisor
AVP - Financial Advisor
AVP - Financial Consultant
Financial Service & Sales Specialist
University of California, Irvine
University of California, Riverside
Recommendations: 6
Wealth Management
Retirement Planning
Investments
Mutual Funds
Strategic Financial Planning
Retirement
Portfolio Management
Alternative Investments
Sal Torres
Founder
Greater Los Angeles Area
Founder
Financial Advisor
CEO
Recommendations: 6
Retirement Planning
Recruitment Financial Services
Mortgage Lending
Real Estate
Social Media
Mortgage Insurance
Mobile
Mortgage
Todd MBA
Regional Sales Manager
Greater Los Angeles Area
Regional Sales Manager
Co-Founder, CFO
Business Development Manager
Federal Business Development Manager
Customer Relationship Manager
Account Executive
Account Manager
Financial Advisor
Operation Manager
Production Supervisor
West Point Commissioned Officer
United States Military Academy at West Point
Oklahoma City University
Recommendations: 6
Team Building
Project Management
Process Improvement
Cross-functional Team Leadership
Operations Management
Strategic Planning
New Business Development
Leadership
t****[email protected]
George Walton
Dean of Students
Greater Los Angeles Area
Dean of Students
Mathematics Department Chair
Male Academy site Coordinator
Mathematics Teacher
Sales Manager
Central Coast Accounting Coordinator
Financial Advisor
Pro Audio and Recording Sales Advisor
California State University-Long Beach - College of Business Administration
Recommendations: 6
Teaching
Sales Management
Leadership
Public Speaking
Marketing
Microsoft Excel
Spanish
Microsoft Office
g****[email protected]
c****[email protected]
Leo Do Carmo 714-777-5693
Life Insurance Agent
Greater Los Angeles Area
Life Insurance Agent
Financial Advisor Representative
Chapter Mentor
Insurance Agent
Financial Advisor - Vice President Investments
Chapter Mentor
Training Manager
Financial Executive
Investment Representative
Customer Service
California State University-Fullerton, Mihaylo College of Business and Economics
California State University-Fullerton
Recommendations: 5
Retirement Planning
Strategic Financial Planning
Retirement
Insurance
Investments
Estate Planning
Disability Insurance
Life Insurance
l****[email protected]
Ken Whittenbury
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Store Manager
Owner
District Manager
Store Manager
DeVry University
Etiwanda High School
Recommendations: 5
Sales Operations
Leadership
Financial Analysis
Tax Accounting
Investments
Portfolio Management
Wealth Management
Life Insurance
k****[email protected]
Anna Turco
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Arbitrator
Tax Preparer
Financial Advisor
Branch Investment Specialist
California State University-Northridge
2003 UCLA Extension
Recommendations: 4
Series 7
Series 63
RTRP
Real Estate Broker
NMLS Licensed
a****[email protected]
R. MBA
Senior Talent Acquisition Consultant
Greater Los Angeles Area
Senior Talent Acquisition Consultant
Senior Talent Acquisition Consultant
Senior Talent Acquisition Consultant
Senior Talent Acquisition Consultant
Senior Talent Acquisition Consultant
Senior Talent Acquisition Consultant
Medicare Solutions Broker
Long-term Care Insurance Broker
Financial Advisor
International Marketing Consultant
Director of Sales
UCLA Anderson School of Management
UCLA Extension
California State University, Long Beach
Recommendations: 4
Executive Search
Talent Management
Entertainment Industry
Start-ups
Recruiting
Talent Acquisition
Internet Recruiting
Venture Capital
s*****@pivotpointsearch.com
Boris Blum
President and CEO
Greater Los Angeles Area
President and CEO
President / CEO
Vice President and District Manager
Financial Advisor
The American College of Financial Services
The American College of Financial Services
Recommendations: 3
Investments
Financial Planning
Finance
Wealth Management
Strategy
Management
Insurance
Retirement Planning
b****[email protected]
Dan Sherkow
Chief Operating Officer
Greater Los Angeles Area
Chief Operating Officer
Chief Operating Officer
Financial Advisor
Producer & Owner
Vice President - Production
Vice President East Coast Production & Theatre
Director of Motion Picture Acquisitions & Marketing
Program Executive - Movies of the Week
Harvard Business School
University of Wisconsin-Milwaukee
Recommendations: 3
Marketing Strategy
Start-ups
Business Strategy
Entertainment
Entrepreneurship
Film
Digital Media
Strategic Planning
d****[email protected]
Diane Richardson
Amgen Digital Health Operations Senior Manager, Partnerships
Greater Los Angeles Area
Amgen Digital Health Operations Senior Manager, Partnerships
Marketing Category Senior Manager, Global Strategic Sourcing
Global Strategic Sourcing, Category Manager, Marketing
Project Manager, Knowledge Management Initiative
Manager, Supply Chain and Operations Strategy - Strategic Sourcing & Procurement
Sourcing Specialist, Category Marketing
Material Program Manager
Principal Supply Chain Specialist
Material Planning Analyst
Marketing Manager
Professional Development & Resource Management
Development Associate
Resource Manager
Financial Advisor Trainee
House Manager & Stage Manager
University of California at Berkeley
University of California at Berkeley
Recommendations: 3
Process Improvement
Supply Chain Management
Strategic Sourcing
Category Management
Six Sigma
Lean Manufacturing
Cost Reduction
Supply Chain
David T.
Director of Alternative Investments
Greater Los Angeles Area
Director of Alternative Investments
Senior IT Business Management Consultant (Contractor)
Technical Business Management Analyst (Project Hire)
German Studio Coach
Algorithmic Trading Analyst
Associate Product Manager
Documents Manager
Attraction Host
Technical Relationship Manager
Senior IT Business Analytics Consultant (Contractor)
Technology Business Management Consultant
Asset Management Consultant
Structured Financial Advisor
Assistant Vice President, Treasury Management
CDO Reporting Specialist
Product Marketing Coordinator
Vice President of Information Technology
IT Project Manager
Assistant Vice President of Information Technology
MBA Computing Support Consultant
Orange Coast College
Recommendations: 3
Microsoft Office
Databases
Fixed Income
Portfolio Management
Product Management
Business Analysis
Financial Analysis
Equities
Jonathan Macias
Founder & Managing Partner
Greater Los Angeles Area
Founder & Managing Partner
Broker/Officer
Board Member
Director Of Development
E3 Exhibitor (2011, 2012, 2013)
Financial Advisor
Team Manager
Real Estate Investment Consultant
UCLA
UCLA Anderson School of Management
San Diego State University-California State University
Ritsumeikan Asia Pacific University
The Chinese University of Hong Kong
Santa Monica College
Recommendations: 3
Microsoft Office
Lightroom
Google Apps
Visio
Martial Arts
Cloud Computing
HTML + CSS
Finance
j****[email protected]
Jasmine Bauer
Investment Services, UnionBanc
Greater Los Angeles Area
Investment Services, UnionBanc
Financial Advisor | Investment Advisor Representative
Investment Services, UnionBanc
A/R Specialist for Allied Travel, HIM, Lab Support, Healthcare Staffing & Sharpstream Life Sciences
A/R & Collection Specialist
Independent Sales Representative/Home Business Owner
Dance Instructor
Business Development Center Manager
Business Development Center Manager
Collection Specialist/Administrative Assistant
DeVry University
Recommendations: 3
m****[email protected]
Amanda Moc
Media Sales
Greater Los Angeles Area
Media Sales
Account Executive
Financial Advisor
California State Polytechnic University-Pomona
Recommendations: 3
Marketing Event Planning
Event Management
Marketing Communications
Marketing Research
Marketing Strategy
Marketing
Media Planning
Social Media Marketing
m****[email protected]
Adam Riesz
Regional Director, Vice President
Greater Los Angeles Area
Regional Director, Vice President
Financial Advisor
Business Development Team
Professional Soccer player
DePaul University - Charles H. Kellstadt Graduate School of Business
Recommendations: 2
a****[email protected]
Dustin Carreon
CEO
Greater Los Angeles Area
CEO
President
Financial Advisor
President
Vice President of Sales
Whittier High School
Recommendations: 2
Supply Chain Management
Purchasing
Manufacturing
Electronics
New Business Development
Cross-functional Team...
Management
Product Management
d****[email protected]
Daniel Docter
Managing Director
Greater Los Angeles Area
Managing Director
MTS
Financial Advisor
Post-Doc and RA
Director
Managing Director
University of Bradford
University of Minnesota-Twin Cities
Recommendations: 2
Venture Capital
Corporate Development
Private Equity
Venture Financing
Mergers
Start-ups
Investments
Due Diligence
d****[email protected]
Cordelia Lo
Financial Advisor, AIF®, Associate Vice President - Premier Wealth Advisory Group
Greater Los Angeles Area
Financial Advisor, AIF®, Associate Vice President - Premier Wealth Advisory Group
Member of the Board
Advisory Board Member
Chief Marketing Officer
Advisory Board Member
Vice Chairperson - LA Chapter
Sales Assistant
University of California, Los Angeles
Recommendations: 2
Portfolio Management
Investments
Wealth Management
Mutual Funds
Financial Advisory
Series 7
Asset Managment
Alternative Investments
c****[email protected]
Justin Blaine
Managing Director
Greater Los Angeles Area
Managing Director
Co-Founder
Financial Advisor
Chairman & CEO
Professional Baseball Player
University of San Diego
Recommendations: 2
Financial Reporting
Cost Segregation
Sell Side
IP
Valuation
j****[email protected]
d****[email protected]
Sean Zhao, CFA, CFE
Associate Principal Examiner
Greater Los Angeles Area
Associate Principal Examiner
Compliance Principal & Financial Advisor
Shanghai Jiao Tong University
University of California, Riverside - A. Gary Anderson Graduate School of Management
Recommendations: 2
Investments
FINRA
Financial Services
Analysis
Finance
Asset Allocation
Securities
Series 7
s****[email protected]
Richard Gayton
CEO
Greater Los Angeles Area
CEO
Investor and CIO
Senior Portfolio Manager - The Omega Group
Chief Thinker and Founder
Member
Financial Advisor
Sr. Portfolio Manager - PAMG
University of California, Berkeley
Beijing Foreign Studies University
Keller Graduate School of Management of DeVry University
Recommendations: 2
Virtual Family Office
Family Office
Portfolio Management
Investment Advisory
Alternative Investments
Investments
Strategic Financial Planning
Asset Management
r****[email protected]
Baktash Rashidi
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Company Name
Wells Fargo
Company Name
Wells Fargo Bank
Lead Cashier and Auditor
California State University-Northridge
UCLA Extension
Los Angeles Pierce College
Recommendations: 2
Banking
Credit
Loans
Leadership
Portfolio Management
Management
Retail Banking
Sales
b****[email protected]
Svetlana Sarkisian
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Advisor, EFS
Financial Consultant
Financial Advisor
Financial consultant
Financial Consultant
Associate
Annuities Product Specialist
Pepperdine University, The George L. Graziadio School of Business and Management
#78
Recommendations: 2
Investments
Fixed Annuities
Finance
Retirement Planning
Insurance
Mutual Funds
Financial Planning
Life Insurance
l****[email protected]
Debbie Hoffman
Medicare Health Plans & Social Security Maximization Options
Greater Los Angeles Area
Medicare Health Plans & Social Security Maximization Options
Medicare Insurance Master General Agent, Coach & Trainer
Financial Advisor
Tournament Director
Executive Director
John Ehret
Recommendations: 2
Medicare Advantage Plans
Medicare Supplements
Medigap
Medicare Part D Prescription Drug Plans
Life Insurance
Long Term Care Insurance
Estate Planning Insurance
Planned Giving
d****[email protected]
d****[email protected]
Yosef Itkin
Associate Attorney
Greater Los Angeles Area
Associate Attorney
Associate Attorney
Contract Attorney
Contract Attorney
Juris Doctor, May 2012
Judicial Extern
Student Advocate & Research Assistant to Professor Julie Waterstone
Law Clerk
Credit Officer
Financial Advisor
Associate Attorney
University of Southern California Law School
Recommendations: 2
Legal Research
Litigation
Trials
Lexis
Corporate Law
Bankruptcy
Research
Community Outreach
y****[email protected]
Margaret Chow-Benavides
Senior Divisional Planner
Greater Los Angeles Area
Senior Divisional Planner
Brand Development Planner
Strategic Research Administrator
Website Analyst
Management Analyst
Financial Advisor Research & Marketing Assistant
Boston College, Wallace E. Carroll School of Management
Recommendations: 2
Marketing
Microsoft Office
Direct Marketing
International Business
CRM
Problem Solving
Departmental Improvement
Web Development
m****[email protected]
Jason Howard 310 922 4029
Financial Advisor & Financial Planner
Greater Los Angeles Area
Financial Advisor & Financial Planner
Public Speaking Coach, Award Winning Speaker, Freelance Writer
Exective Producer
Executive Producer
Financial Sales Advisor
Client Manager / VP
Loyola Marymount University
University of California, Los Angeles
Recommendations: 2
Commercial Banking
Portfolio Management
401k
Investments
Wealth Management
Relationship Management
Banking
Strategic Financial Planning
j****[email protected]
John Yona
Financial Advisor
Greater Los Angeles Area
Financial Advisor
New York University
Community School
Recommendations: 2
Business Development
Strategic Planning
Entrepreneurship
Strategy
Business Analysis
Marketing
Financial Analysis
Sales Management
j*****@planetverde.net
William Dinsley
CFO/COO
Greater Los Angeles Area
CFO/COO
CFO and General Manager
CFO and Financial Advisor
EVP / CFO
Chief Financial Officer
Controller
Manager of Financial Planning & Analysis
Controller
Areas of Interest & Expertise
California State University-East Bay
University of California, Berkeley
Recommendations: 2
Cost Accounting
Financial Reporting
Turn Around Management
Cash Flow
Mergers
Business Planning
Mergers & Acquisitions
Accounting
w****[email protected]
Michael Donaldson
Vice President, Director of Group Health Benefits
Greater Los Angeles Area
Vice President, Director of Group Health Benefits
Financial Advisor
Full-time Missionary, Spokane Washington Mission, Spanish Speaking
Brigham Young University
Recommendations: 2
Benefits
Health
Spanish
Retirement Planning
Insurance
Employee Benefits
Health Insurance
Strategic Financial Planning
m****[email protected]
b****[email protected]
Jeff Skipper
Director, West Coast Sales
Greater Los Angeles Area
Director, West Coast Sales
Sr. Sales Manager
Director, Business Development
National Sales Executive
Financial Advisor
Marketing Associate
CEO/Owner
Loan Consultant
University of Maryland College Park
Recommendations: 2
Marketing
B2B
Lead Generation
Online Lead Generation
Salesforce.com
Customer Acquisition
Outside Sales
PPC
j****[email protected]
j****[email protected]
Brad Arbab
Assurance Associate
Greater Los Angeles Area
Assurance Associate
Staff Accountant
A/R Specialist
Marketing Director
Junior Financial Advisor
Finance Intern
Knowledge Engineer I Intern
University of California, San Diego
University of California, Berkeley
Recommendations: 2
Billing
Excel
Budgeting
Accounting
Word
PowerPoint
Microsoft Office
Access
b****[email protected]
b****[email protected]
Angie D'Angelo
Funder
Greater Los Angeles Area
Funder
Financial Advisor
Life Agent
Membership Accounting Representative
Business Merchant Credit Analyst
Consumer Lending Underwriter
Mortgage Services Specialist II/Audit
Deficiency Technician/Contractor
Operations Manager - Marketing Sales/Event Coordinator
Deficiency Technician
Loss Mitigation Specialist
Vice President
Marketing Sales/Event Coordinator
Loss Mitigation Specialist
Account Manager
Inside Sales Support Rep/Ln Processor
Inside Sales Support Representative/Loan Processor and Credit Analyst III
Underwriter I
Credit Analyst III/Underwriter
Loan Officer II
Consumer Loan Officer II
Call Center Lead/Trainer
Data Entry Operator
Fashion Institute of Design & Merchandising
Hollywood Adult Continuing Education, Los Feliz
John Marshall High
Los Angeles Community College, L
Glendale Comm. College
Recommendations: 2
Loans
Underwriting
Mortgage Lending
Credit
Loan Servicing
Selling
FHA
Commercial Lending
a****[email protected]
Marcos Chavira
Owner
Greater Los Angeles Area
Owner
Staff Accountant
Financial Advisor
Internal Revenue Agent
Internal wholesaler/Sales Trainer
Temp
Registered Representative/ Asset Retention Specialist
Registered Representative/ Senior Associate
University of Phoenix
Recommendations: 2
Tax Preparation
Accounting
Business Planning
Internal Audit
QuickBooks
Analysis
Forecasting
Finance
m****[email protected]
m****[email protected]
Thomas Fatemi
Senior Vice President - Group Director
Greater Los Angeles Area
Senior Vice President - Group Director
SVP Market Team Lead
Financial Advisor
University of Southern California
Recommendations: 1
Credit
Portfolio Management
Loans
Banking
Small Business Lending
Commercial Banking
Small Business
Cash Management
t****[email protected]
Ryan Ransdell
Western Divisional Sales Manager
Greater Los Angeles Area
Western Divisional Sales Manager
Western Divisional Sales Manager
Sr. VP Western Divisional Sales Manager
External Wholesaler
Financial Advisor
Internal Wholesaler
Financial Management Advisor
California State University-Northridge
Granada Hills High School
Recommendations: 1
r****[email protected]
Marc Koven
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Advisor
California State University San Bernardino
Recommendations: 1
Financial Planning
Retirement Planning
Investments
Asset Allocation
m****[email protected]
Leanne Loombe
Executive Producer, Head of Riot Forge
Greater Los Angeles Area
Executive Producer, Head of Riot Forge
Producer
Production Assistant
Senior Producer. Ghost Games. Need for Speed
Mortgage Advisor
Lead Publishing Producer
Senior Producer, League of Legends
Lead Producer. Criterion Games. Need for Speed
Director, Head of Riot Forge
QA Manager
BAFTA Video Games Board of Committee
Financial Advisor
University of Portsmouth
Saint Vincents College
Recommendations: 1
Video Games
Computer Games
Xbox
Xbox 360
Game Development
Quality Assurance
Scrum
PS3
l****[email protected]
l****[email protected]
Michael Maddox, CIMA®, CPWA®
Sr. Regional Vice President, Asset Management Division
Greater Los Angeles Area
Sr. Regional Vice President, Asset Management Division
Vice President, Institutional Wealth Services-West Coast
Senior Director of Business Development-West Coast
Junior Separate Account Specialist-West Coast
Financial Advisor
Senior Underwriter
California State University, Fresno
Recommendations: 1
Mutual Funds
Business Development
Finance
Bloomberg
Asset Management
Fixed Income
Investments
Cross-functional Team Leadership
m****[email protected]
Christopher Turoci
Founding Partner
Greater Los Angeles Area
Founding Partner
Vice President-Wealth Management Advisor
Managing Director
Vice President - Financial Advisor
California State University-San Bernardino - College of Business and Public Administration
Recommendations: 1
Premium Financing
Insurance
Alternative Investments
Series 7
Asset Management
Asset Allocation
Investments
Investment Advisory
c*****@turoci.net
Jack Matiossian
Agent / Owner
Greater Los Angeles Area
Agent / Owner
Financial Advisor
Pepperdine University
California State University-Northridge
new britain High school
Recommendations: 1
Leadership
Liability
Casualty
Commercial Insurance
j****[email protected]
Sara Qazi
Vice President, Investments, Financial Advisor
Greater Los Angeles Area
Vice President, Investments, Financial Advisor
Founder/Executive Director
Associate Vice President
Corporate Executive Services
Board Member
Co-Founder
Loyola Marymount University
Recommendations: 1
Investments
Finance
Series 7
Asset Allocation
Securities
Equities
Asset Managment
Strategic Financial...
s****[email protected]
Michael Castrogiovanni
Strategic Account Director
Greater Los Angeles Area
Strategic Account Director
Senior Account Director
Account Director, Global Accounts
Financial Advisor
Financial Advisor
Arizona State University
Recommendations: 1
CDN
IP Transit
Colocation
Managed Hosting
Cloud Computing
Transport
Content Distribution Networks
Co-location
c****[email protected]
Lisa Cam Martinez
Senior Consumer Loan Ops Specialist
Greater Los Angeles Area
Senior Consumer Loan Ops Specialist
Consumer Loan Ops Specialist II
Personal Financial Advisor
Consumer Loan Underwriter
Assistant Branch Manager
California State University-Long Beach
El Camino College
Recommendations: 1
Mortgage Lending
Loan Origination
Credit
Loans
Consumer Lending
Credit Analysis
Mortgage Banking
FHA
l****[email protected]
Bimmy Dhanapala
CFO/CIO/Director
Greater Los Angeles Area
CFO/CIO/Director
Financial Advisor to BOD
CFO/Director
Consultant
Consultant
CFO/Director
Consultant
Consultant/BOD Member
Consultant
Consultant
CFO/Director
Consultant
Audit/Accounting Intern
San Francisco Institute of Architecture
C-Level Pinnacle Leardership
Certified Mortgage Investor
The Chartered Institute of Management Accountants
Trinity College
Recommendations: 1
Energy
Project Management
Risk Assessment
Contract Negotiation
Leadership
Manufacturing
Strategic Planning
Microsoft Excel
b*****@manganinc.com
Danny Torres
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Mortgage Loan Officer
California State University-Long Beach - College of Business Administration
University of Redlands
Recommendations: 1
Residential Mortgages
Residential Purchases
Refinance
Mortgage Lending
FHA
Loans
Reverse Mortgages
Sales
d****[email protected]
Jim Bullard
Owner
Greater Los Angeles Area
Owner
Realtor®
Master Financial Coach
Financial Advisor
Executive Acquisition Advisor
Touro University, MBA, 4.0 Summa Cum Laude
USAF Air Command and Staff College
Bethany University
Recommendations: 1
Process Improvement
Consensus Building
Operating Infrastructure
Business Relationship Management
Quality Improvement
Executive Office Administration
Executive-level Presentations
Documentation Management
j****[email protected]
Anna Freszals
Real Estate Agent
Greater Los Angeles Area
Real Estate Agent
Founder
ACC Coach Education Program
Branch Manager
Associate Wealth Advisor
Financial Advisor
Kyung Hee University
London Guildhall University
Lunds universitet / Lund University
Stockholms universitet / Stockholm University
Recommendations: 1
Coaching
Leadership Development
Management Consulting
Executive Coaching
Succession Planning
Organizational Development
Performance Management
Personal Development
a****[email protected]
Jarratt Singleton
Associate Manager Glbl Bus Insights, Data Science & Analytics
Greater Los Angeles Area
Associate Manager Glbl Bus Insights, Data Science & Analytics
Senior Analyst, Media Analytics
Business Insights Analyst
Lifeguard
Associate Data Analyst
Clerk/Cashier
Technical Advisor/IT Manager 2007
Intern for IT Department
Intern for Financial Advisor
Pepperdine University
Recommendations: 1
Microsoft Excel
Microsoft Word
Simio
Linear Programming
Troubleshooting
Marketing
Microsoft Office
Marketing Strategy
j****[email protected]
Mary Anne Golden
Consulting
Greater Los Angeles Area
Consulting
Registered Financial Advisor
Grant Consultant
Medicare Supplement Division Project Manager
Digital Print on Demand and Project manager
Child Advocate
Assistant Marketing Manager (consultant)
Marketing Coordinator
Consultant
Consultant
Student
Account Executive
Antioch University Midwest
Tecumseh
Tecumseh
Recommendations: 1
Technical Writing
Event Management
Article Writing
Copy Editing
Marketing
Leadership
Public Relations
Copywriting
m****[email protected]
Rose Cooke
Fitness Specialist / Trainer
Greater Los Angeles Area
Fitness Specialist / Trainer
Fitness Consultant
Fitness Coach / Trainer at Western Housing
Enrichment Coach
Enertech
Financial Advisor
Senior Service Consultant
Toastmasters
Chaffey College
AFFA Personal Training Course
Silver Sneaker Certified Instructor
Louise L. Hay Foundation
Sierra Club Course
Recommendations: 1
Customer Relations
Team Building
Customer Service
Coaching
Triathlete
Accomplished Backpacker
Triathlon
Teaching
c****[email protected]
Kari Matteson
Marketing Consultant | Customer Relations Specialist | Certified Cisco Sales Expert, CSE
Greater Los Angeles Area
Marketing Consultant | Customer Relations Specialist | Certified Cisco Sales Expert, CSE
National Business Development | Account Manager | Legal Executive Assistant to SVP, Gen. Councel
Graphic Communications Educatee | Graphic Design Graduate | Freelance Graphic Designer
Executive Assistant to CFO, Stockbroker, Financial Advisor
Project Coordinator to Sales Executives
Institute of Computer Technology, Greater Los Angeles Area
Glendale Community College
Recommendations: 1
Account Management
Market Research
Strategy
Social Media Marketing
Business Development
Management
Sales Operations
Sales
k****[email protected]
Hanh Juzang
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Advisor/Portfolio Advisor
Marketing Director
Senior Account Manager
Account Manager
Virginia Commonwealth University
Recommendations: 0
Investments
Portfolio Management
Strategic Financial Planning
Wealth Management
Retirement Planning
Finance
Asset Management
Insurance
h*****@earthlink.net
Li-Lin Hsu
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Pepperdine University
Recommendations: 0
Retirement Planning
Estate Planning
Investments
Long-term Care
Tax
Wealth Management
Retirement
Series 63
y****[email protected]
y****[email protected]
Dayne Crist
Vice President and Financial Advisor
Greater Los Angeles Area
Vice President and Financial Advisor
Financial Representative
Associate
Graduate Student
University of Notre Dame
University of Kansas
Recommendations: 0
Sports Management
Public Speaking
Sports
Sports Marketing
Leadership
Team Building
New Business Development
Strategic Planning
d****[email protected]
d****[email protected]
Zachary Stitzer
Assistant Vice President - Investments | Financial Advisor
Greater Los Angeles Area
Assistant Vice President - Investments | Financial Advisor
Financial Advisor
Northeastern University
Recommendations: 0
Asset Management
Equities
Investments
Retirement Planning
Securities
Series 7
Wealth Management
Series 63
z****[email protected]
Martin Padilla
Managing Director - Investments
Greater Los Angeles Area
Managing Director - Investments
Financial Advisor
Financial Advisor
University of California, Los Angeles
Recommendations: 0
Investments
Securities
Asset Allocation
Wealth Management Services
Fixed Income Strategies
m****[email protected]
Calvin Zara
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Advisor
Recommendations: 0
c****[email protected]
Gregory Pentland
Independent Consultant
Greater Los Angeles Area
Independent Consultant
Vice President - Business Development Officer and Relationship Manager
Vice President - Business Banking Officer and Commercial Lender
Business Financial Advisor - Commercial Lending and Wealth Management
Assistant Vice President - Business Banking Officer and Client Manager
Commercial Loan Officer - Business Banking and Commerical Lending
Financial Advisor and Private Wealth Manager - Two World Trade Center
Non-profit Volunteer and Tutor of Homeless Children
Associate - Private Banking and Institutional Securities Sales - Century City
Associate - Securities Brokerage Trainee and New Relationship Originator - World Financial Center
Regional Sales and Showroom Manager
Decorative Gifts and Gourmet
Pepperdine University, The George L. Graziadio School of Business and Management
Instituto Tecnológico y de Estudios Superiores de Monterrey
Washington State University
Issaquah High School
Recommendations: 0
p****[email protected]
Kristofas Butkys
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Recommendations: 0
Series 7
Uniform Combined State Law
Licensed Life & Health Insurance Agent
401k Rollovers
Financial Analysis
Public Speaking
Retirement Planning
Strategic Planning
k****[email protected]
Tiffany Brain
Branch Manager
Greater Los Angeles Area
Branch Manager
Regional Training Manager
Financial Advisor
Director
Regional Director
Vice President
Manager/Pacesetter
University of Washington
Bellarmine Prep
Recommendations: 0
Mutual Funds
Alternative Investments
Series 63
Wealth Management
Asset Allocation
Investment Advisory
Investment Strategies
Asset Managment
t****[email protected]
Matt Crabtree, CFP®
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Online Facilitator/Instructor
Financial Advisor
Area Trainer
VP Sales
Device Manager/COR
Combat Photographer, E5
Pepperdine University, The George L. Graziadio School of Business and Management
University of Phoenix
Recommendations: 0
Business
Business Acumen
Financial Strategy
Financial Advisory
Problem Solving
Strategic Planning
Leadership
Sales Management
m****[email protected]
Justin Demko
Managing Director - Wealth Management & Senior Portfolio Manager, PMP
Greater Los Angeles Area
Managing Director - Wealth Management & Senior Portfolio Manager, PMP
Vice President
Financial Advisor
Columbia University in the City of New York
New York University
California Polytechnic State University-San Luis Obispo
Recommendations: 0
j****[email protected]
j****[email protected]
Dustin Dahan
Financial Analyst
Greater Los Angeles Area
Financial Analyst
Financial Planning and Analysis Intern
Teacher's Assistant
Business Development Intern
Financial Advisor Assistant
Intern
Sales Associate
Intern
Intern
University of San Francisco
Recommendations: 0
PowerPoint
Excel
Word
Microsoft Word
Financial Analysis
Microsoft Office
Customer Service
French
d****[email protected]
Michael Wegge
President
Greater Los Angeles Area
President
Wealth Management Advisor
Financial Advisor
Financial Advisor
Insurance Consultant
University of Southern California
University of California, Berkeley
Polytechnic
Recommendations: 0
Strategic Financial Planning
Estate Planning
Insurance
Retirement
Tax
Portfolio Management
Employee Benefits
Finance
m****[email protected]
James Thilking
Sr.Vice-President, Financial Advisor
Greater Los Angeles Area
Sr.Vice-President, Financial Advisor
Managing Director
Senior Vice-President
Claremont McKenna College
Recommendations: 0
j****[email protected]
James Verzino
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Vice President, Western Region
Director
Temple University
Recommendations: 0
j****[email protected]
Trevor Bush
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Business Development & Client Relations
Account Executive
Employee
University of Southern California - Marshall School of Business
University of Southern California
Loyola High School
Saint Martin of Tours
Recommendations: 0
Financial Modeling
Valuation
Equities
Financial Analysis
Corporate Finance
Asset Managment
Investments
Bloomberg
t****[email protected]
Brad Hixson
Vice President, Relationship Manager
Greater Los Angeles Area
Vice President, Relationship Manager
Senior Vice President
Vice President
Financial Advisor
University of Pittsburgh
Penn State University
Plum High
Recommendations: 0
b****[email protected]
Lachlan Cameron
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Chairman
Financial Advisor
Varsity Soccer Coach
Assistant Broker
Cranfield University - Cranfield School of Management
Azusa Pacific University
Recommendations: 0
l****[email protected]
Ryan Chase
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Product Manager
Hybrid Wholesaler
Founder/CEO
University of Southern California
Recommendations: 0
Series 7
Alternative Investments
Mutual Funds
Securities
Asset Allocation
Asset Management
Investments
Investment Advisory
f****[email protected]
r****[email protected]
Evan Weatherspoon
President
Greater Los Angeles Area
President
P.R. and Marketing Assistant
Inventory / Marketing Assistant
Financial Advisor
Accountant Assistant / Analyst
Warehouse Lead / Customer Sales Representative
Financial Consultant Assistant / Accountant Assistant
Lead Sales Representative
Sales Associate / Cashier
University of Wyoming
Recommendations: 0
Business Analysis
Marketing Strategy
Public Relations
Accounting
Social Media Marketing
Financial Analysis
Investments
Financial Accounting
e****[email protected]
Jessica Loelianto
Founder and Cupcakes Chef
Greater Los Angeles Area
Founder and Cupcakes Chef
Founder and Fashion Designer
Founder, CEO
Marketing Associate
Baking and Pastry
Business Enhancement Analyst
Financial Advisor
Mathematic Tutor
Store Coordinator
Administrative Intern
University of Southern California - Marshall School of Business
Mt. San Antonio College
Recommendations: 0
Financial Analysis
Financial Planning
Financial Reporting
Corporate Finance
Photoshop
Microsoft Office
Fluent English
Bahasa Indonesia
l****[email protected]
j****[email protected]
Joe Cervantes
Senior Vice President, Financial Advisor & Sports and Entertainment Director
Greater Los Angeles Area
Senior Vice President, Financial Advisor & Sports and Entertainment Director
Vice President, Financial Advisor
University of Pennsylvania - Wharton Business School Executive Education
University of California - Santa Barbara
California State Universtity - San Bernardino
Recommendations: 0
j****[email protected]
j****[email protected]
Roger Szendrey
Senior Financial Advisor
Greater Los Angeles Area
Senior Financial Advisor
Recommendations: 0
Strategic Financial...
Alternative Investments
r****[email protected]
Jacob Schkud
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Investment Specialist
Assistant Property Manager
Athlete
Athlete
Athlete
Account Executive
Athlete
Assistant
University of Hawaii at Manoa
University of California, Santa Barbara
Loyola High School
Recommendations: 0
j****[email protected]
j****[email protected]
Alan Lennick CFP, CRPC
Complex Director
Greater Los Angeles Area
Complex Director
Branch Manager
Associate Vice President
Partner and Financial Advisor
Financial Advisor
University of Southern California
Recommendations: 0
a****[email protected]
Chris Penka
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Manager, Financial Planning & Analysis
Summer Analyst
MBA Intern - Corporate Finance
Senior Manager, Financial Planning Analysis
Chief Financial Officer
Director, FP&A
Interim Chief Financial Officer
UCLA Anderson School of Management
Claremont McKenna College
The Chinese University of Hong Kong
Recommendations: 0
Corporate Finance
Financial Analysis
Financial Modeling
Valuation
Mergers
Forecasting
DCF
Mergers & Acquisitions
c****[email protected]
Adam Beach
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Professional
SIPP Investment Dealer
Allhallows School
Recommendations: 0
Retirement
Retirement Planning
Investments
Wealth Management
Pensions
Strategic Financial...
Fixed Annuities
Life Insurance
Heath Seltzer, CRPC®
Financial Advisor | Executive Financial Services Director
Greater Los Angeles Area
Financial Advisor | Executive Financial Services Director
University of Southern California
Recommendations: 0
h****[email protected]
Dante Puccinelli
Chief Financial Officer
Greater Los Angeles Area
Chief Financial Officer
COO/CFO
Business Owner
Senior Vice President
AVP-Senior Financial Advisor
Vice President
Loyola Marymount University
St. Ignatius College Prep
Recommendations: 0
Investments
Litigation
Accounting & Tax
Estate Administration
Due Diligence
Securities
Estate Planning
Mergers
d*****@puccinellicpa.com
Zachary Halloran
Financial Advisor
Greater Los Angeles Area
Financial Advisor
The University at Albany
Recommendations: 0
Special Education
Charity Work
Technology
Sports
Marketing
Fitness
Training
SEO
z****[email protected]
Elnur Aydinov
Budget Analyst
Greater Los Angeles Area
Budget Analyst
Research Assistant
Co-Founder and Financial Advisor
Financial Manager's Assistant
California State University-San Bernardino
Azerbaijan State Economic University
Recommendations: 0
MBA
Budget Analyst
Financial Analysis
Financial Accounting
Business Analysis
Corporate Finance
Data Analysis
Legal Research
e****[email protected]
Justin Appel
VP Wealth Consultant
Greater Los Angeles Area
VP Wealth Consultant
Managing Regional Director
Internal Wholesaler
Financial Advisor
University of Central Florida
Recommendations: 0
Finance
Series 7
Marketing
Financial Analysis
Insurance
Business Development
Management
Uniform Combined State Law
j****[email protected]
Jonathan Osato
Manager, Disney Live Action, Marvel & Lucasfilm
Greater Los Angeles Area
Manager, Disney Live Action, Marvel & Lucasfilm
Senior Financial Analyst, Disney Feature Animation, Pixar & DTV
Financial Planning Analyst, Corporate, Operations Planning & Analysis
Business Development MBA Intern
Strategic Development MBA Intern
Project Manager
Financial Advisor
University of California, Irvine - The Paul Merage School of Business
University of California, Los Angeles
Recommendations: 0
Access
AOP
Budgeting
Budget Allocation
Budget Analysis
Cognos
Corporate Finance
Cost Allocation
j****[email protected]
Chris Cheong
Business Development
Greater Los Angeles Area
Business Development
Financial Advisor
Jr. Analyst
Research Intern
University of Hawaii at Manoa
Punahou School
Recommendations: 0
Financial Modeling
Financial Analysis
Investments
Microsoft Excel
Equity Research
PowerPoint
Bloomberg
Marketing
c****[email protected]
c****[email protected]
Gregory Trost
Financial Advisor, Associate Vice President
Greater Los Angeles Area
Financial Advisor, Associate Vice President
Financial Planner, Financial Services Representative CA Insurance Lic #0D62963
University of Oregon
Recommendations: 0
g****[email protected]
Janet Malachowsky
Vice President, Portfolio Manager, Financial Advisor
Greater Los Angeles Area
Vice President, Portfolio Manager, Financial Advisor
Wholesale Account Executive
Wholesale Account Executive
Sr. Project Manager
Customer Service Rep
Rutgers, The State University of New Jersey-Newark
Barnard College
Recommendations: 0
j****[email protected]
